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Northwestern Mutual Investment Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Northwestern Mutual Investment Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-8
Closed -$1K – 99
2015
Q4 		$1K Buy
+8
New +$816 ﹤0.01% 99
2014
Q2 		– Sell
-4
Closed – – 167
2014
Q1 		$0 Buy
+4
New +$390 ﹤0.01% 139

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

Northwestern Mutual Investment Services's VBR Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2016, closing a stake of 8 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in VBR in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2015. 337 funds tracked by Wall St. Rank hold VBR as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 8 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2016, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $1K in Q4 2015.
  • 337 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.